CDNS has raised its 2026 revenue and earnings outlook on strong AI demand and record backlog, but rising costs and margin pressure remain key challenges.
CDNS has raised its 2026 revenue and earnings outlook on strong AI demand and record backlog, but rising costs and margin pressure remain key challenges.
CDNS' AI-driven growth, record $8.2 billion backlog and strong cash flow bolster its outlook, but premium valuation and margin pressure raise concerns.
PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.
FCEL and SIEGY partner to accelerate scalable fuel cell power systems for data centers and industries by providing faster, lower-emission energy solutions.